Job DescriptionFinancial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
Asset Management
Financial Planning and Retirement
Insurance
Tax Strategy and Planning
Cash Flow Analysis
Debt Strategies
Estate Planning
Property and Casualty Insurance
The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your practice. As a FinancialAdvisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients.
Essential Job Functions:
Develop and Maintain Client Base
Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
Market and Sell Appropriate Investment Products
Prepare and Deliver Presentations to Clients and Prospective Clients
Attend Meetings and Continuing Education Sessions
Comply with All Industry Rules and Regulations
All Other Task Assigned
Education/Knowledge & Skills:
Bachelor's Degree or Equivalent Experience
Strong Written and Verbal Communication Skills
Must be Highly Motivated
Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
Possess Leadership Qualities and an Entrepreneurial Spirit
Must Have a Strong Work Ethic
Must be Able to Obtain Required Licenses*
Benefits:
Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending
Eligibility Requirements Vary
*Required Licenses- FINRA Securities Industry Essentials, FINRA Series 7, FINRA Series 66, State Life, Accident & Health, Variable Contracts, State Property & Casualty | HFSI will sponsor and pay for all required licensing on a loan basis.
The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one location. Any other opportunities or positions can be discussed should we extend an invitation for an interview.
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$63k-113k yearly est. 31d ago
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Financial Analyst
KLA 4.4
Finance advisor job in Ann Arbor, MI
KLA is a global leader in diversified electronics for the semiconductor manufacturing ecosystem. Virtually every electronic device in the world is produced using our technologies. No laptop, smartphone, wearable device, voice-controlled gadget, flexible screen, VR device or smart car would have made it into your hands without us. KLA invents systems and solutions for the manufacturing of wafers and reticles, integrated circuits, packaging, printed circuit boards and flat panel displays. The innovative ideas and devices that are advancing humanity all begin with inspiration, research and development. KLA focuses more than average on innovation and we invest 15% of sales back into R&D. Our expert teams of physicists, engineers, data scientists and problem-solvers work together with the world's leading technology providers to accelerate the delivery of tomorrow's electronic devices. Life here is exciting and our teams thrive on tackling really hard problems. There is never a dull moment with us.
Group/Division
KLA is well known for its high-performing business model which routinely produces significant profit margins and revenue. Key to supporting KLA business is the finance team that partners with corporate and global business organizations to provide expertise and guidance for developing and executing sound business models and practices. The Finance organization consists of operations and corporate finance teams. The operations finance team influences business decisions by gathering the best available operations information, distilling it and making recommendations to our management team on the best course of action. The corporate team provides a broad range of services, such as financial planning, corporate accounting, tax, industry analysis and benchmarking, internal audits, SEC reporting and merger and acquisition support.
Job Description/Preferred Qualifications
The Financial Analyst is responsible for maintaining/improving financial models as well as the accurate and timely reporting and forecasting of costs related to the Install group within the Service Org. This role will support the Service Finance Director in planning, forecasting, and reporting of P&L, and also provide strategic finance partnership to the business leaders and their teams.
Responsibilities:
Prepare monthly/quarterly metrics packages and variance analysis for three key groups within Service Org
Lead monthly forecasting and Annual Budget Plan
Forecast headcount and discretionary spend based on business inputs and validate underlying assumptions.
Develop tools to identify risks and opportunities in the forecast, monitor, and report the actual results against plan and forecast.
Input all forecast and planning work into OneStream financial reporting system and maintain data accuracy in both OneStream and offline working files.
Handle quarter-end close process and meet regular corporate results and financial reporting.
Preferred Qualifications
Great teammate with a positive demeanor and strong sense of ownership
Strong financial analytical and modeling skills.
Proficient in financial reporting systems (Oracle, SAP, OneStream, etc.) and possess strong Excel and PowerPoint skills.
Ability to meet goals, cope with the fast-pace environment, prioritize and multi-task.
Attention to details & quality of work, motivated to learn.
Build relationships with collaborators, and solve problems independently & proactively.
Minimum Qualifications
Master's Level Degree and 0 years related work experience; bachelor's level degree and related work experience of 2 years.
Base Pay Range: $68,100.00 - $115,800.00 AnnuallyPrimary Location: USA-MI-Ann Arbor-KLAKLA's total rewards package for employees may also include participation in performance incentive programs and eligibility for additional benefits including but not limited to: medical, dental, vision, life, and other voluntary benefits, 401(K) including company matching, employee stock purchase program (ESPP), student debt assistance, tuition reimbursement program, development and career growth opportunities and programs, financial planning benefits, wellness benefits including an employee assistance program (EAP), paid time off and paid company holidays, and family care and bonding leave.
Interns are eligible for some of the benefits listed. Our pay ranges are determined by role, level, and location. The range displayed reflects the pay for this position in the primary location identified in this posting. Actual pay depends on several factors, including state minimum pay wage rates, location, job-related skills, experience, and relevant education level or training. We are committed to complying with all applicable federal and state minimum wage requirements where applicable. If applicable, your recruiter can share more about the specific pay range for your preferred location during the hiring process.
KLA is proud to be an Equal Opportunity Employer. We will ensure that qualified individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us at ************************** or at *************** to request accommodation.
Be aware of potentially fraudulent job postings or suspicious recruiting activity by persons that are currently posing as KLA employees. KLA never asks for any financial compensation to be considered for an interview, to become an employee, or for equipment. Further, KLA does not work with any recruiters or third parties who charge such fees either directly or on behalf of KLA. Please ensure that you have searched KLA's Careers website for legitimate job postings. KLA follows a recruiting process that involves multiple interviews in person or on video conferencing with our hiring managers. If you are concerned that a communication, an interview, an offer of employment, or that an employee is not legitimate, please send an email to ************************** to confirm the person you are communicating with is an employee. We take your privacy very seriously and confidentially handle your information.
$68.1k-115.8k yearly Auto-Apply 17d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Toledo, OH
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financialadvisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financialadvisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financialadvisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financialadvisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 40d ago
Financial Advisor - Flagstar Bank
LPL Financial 4.7
Finance advisor job in Dearborn, MI
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Flagstar Bank in Dearborn, MI would allow you to join the Investment Program at Flagstar Bank as a FinancialAdvisor associated with LPL Financial. Under this model FinancialAdvisors are not employees of LPL Financial.
The Investment Program at Flagstar Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the Bank's exceptional referral system
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
The opportunity to find new clients via the bank's client base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Flagstar Bank however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Flagstar Bank.
Pay Range:60,000 - 200000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
$44k-72k yearly est. Auto-Apply 60d+ ago
Financial Advisor-Licensed
Sb Financial Group, Inc. 4.0
Finance advisor job in Defiance, OH
State Bank, a growing community bank, has an exciting employment opportunity in our Defiance office! We are looking for a Full Time FinancialAdvisor to join our dynamic team of sales and service professionals.
We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more!
In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve.
Apply Today and see why State Bank is a great place to work!
Equal Opportunity Employer
New York Life is among the strongest and most respected financial companies in America today. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA) as of August 20, 2016. For 62 consecutive years, we have led the Million Dollar Round Table with more members than any other financial institution in the world.
Job Description
Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service.
Qualifications
We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.
Additional Information
New York Life offers a comprehensive three year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established Agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.
You will be in business for yourself - but never by yourself
.
$64k-106k yearly est. 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas
Chase 4.4
Finance advisor job in Ann Arbor, MI
At J.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$83k-154k yearly est. Auto-Apply 60d+ ago
Turf Management Internship
Toledo Walleye 3.7
Finance advisor job in Toledo, OH
The Toledo Mud Hens and Walleye are looking for fun, positive, and charismatic individuals to join our Grounds Crew Internship team. This role works a flexible schedule to meet the needs of business and clients. This is a full-time internship for our Mud Hens season, however while in school, hours can be flexible to part time hours.
This internship offers the unique opportunity to learn different aspects of managing and maintaining, not only a detailed professional stadium, but also a well-maintained recreational sports complex, thus experiencing two internships in one.
Essential Responsibilities
Mound and home plate clay maintenance.
Infield skin maintenance.
Field preparation for games and batting practice.
Fertilizing, spraying, aerating, topdressing and other turf practices.
Field layout and repainting.
Working events, games, and tournaments.
General facility maintenance.
Qualifications/Skills:
Must be enrolled in a two-or-four-year turf program or related field.
Be able to lift 60 lbs. with ease.
Abel to work holidays, nights, weekends and long hours.
Ability to operate turf equipment.
Highly motivated with excellent communication skills.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
$71k-111k yearly est. 15d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Findlay, OH
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$61k-107k yearly est. Auto-Apply 19d ago
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas
JPMC
Finance advisor job in Ann Arbor, MI
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$64k-125k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Ann Arbor, MI and Surrounding Areas
Thrivent Financial 4.4
Finance advisor job in Ann Arbor, MI
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financialadvisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financialadvisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financialadvisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financialadvisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financialadvisors and professionals. Only individuals who are financialadvisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financialadvisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$41k-80k yearly est. Auto-Apply 60d+ ago
Personal Advisor
Community Choice Credit Union 3.7
Finance advisor job in Wyandotte, MI
Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
???? Formal Application:
The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
Open accounts, enroll members in services, and clearly explain terms and conditions.
Process and close loan applications, ensuring documentation accuracy and compliance.
Apply security, compliance, and fraud training to protect members and their information.
Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
High school diploma or GED.
Passion for helping others and improving their financial well-being.
Strong communication, organizational, and multitasking skills.
Why Join Us?
A supportive and collaborative work environment focused on helping members and communities thrive.
Opportunities for personal and professional growth.
Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference?
Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
$20 hourly 5d ago
J.P. Morgan Wealth Management - Private Client Advisor - Ann Arbor, MI and Surrounding areas
Jpmorganchase 4.8
Finance advisor job in Ann Arbor, MI
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a FinancialAdvisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$56k-110k yearly est. Auto-Apply 60d+ ago
Financial Consultant
New York Life-Toledo Ohio
Finance advisor job in Perrysburg, OH
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
Compensation:
$100,000+ at plan commission
Responsibilities:
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
Qualifications:
Required to effectively network to identify potential new clients
Strong relationship management skills and/or experience required
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
About Company
Located in Perrysburg, Ohio, the Toledo General office serves New York Life clients throughout the Ohio/Michigan area. With many full-time professional agents, we have been serving clients for many years. We believe our business is based on trust and loyalty. That's why our products are designed to help you, your family, and your business when you need it most.
$100k yearly 15d ago
Wealth Advisor
Nuveen Investments 4.9
Finance advisor job in Ann Arbor, MI
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.
**Key Responsibilities and Duties**
+ Manages time and resources efficiently and effectively
+ Develops and implements strategic and tactical plans with strong considerations to client challenges.
+ Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
+ Reviews client information, including financial statements, risk investment profile and cash availability.
+ Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
+ Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
+ Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required:**
+ 3+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed within 120 days of start date
**Preferred:**
+ 5+ years financial services experience
+ Series 7, 63 and 65 (or 66) completed
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
**Anticipated Posting End Date:**
2026-02-28
Base Pay Range: $80,000/yr - $95,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$80k-95k yearly 38d ago
HFA Financial Advisor Senior -Branch
Huntington Bancshares Inc. 4.4
Finance advisor job in Temperance, MI
Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful FinancialAdvisory practice! The Huntington FinancialAdvisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our FinancialAdvisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.
Duties & Responsibilities:
* Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
* Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.
* Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
* Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
* Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
* Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
* Performs other duties as assigned.
Basic Qualifications:
* High School Diploma
* Minimum of 1 year of investment sales experience
* Series 7, 63, 65/66 and Life and Health Licenses
Preferred Qualifications:
* Bachelor's Degree
* At least 2-3 years of experience in an investments area
* Experience coaching, influencing and developing individuals in a team environment
* Track record of exceeding expectations as well as assigned goals and targets
* Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
$51k-78k yearly est. Auto-Apply 60d+ ago
Client Advisor
Germain Honda of Ann Arbor
Finance advisor job in Ann Arbor, MI
Job Description
Germain Honda of Ann Arbor
Client Advisor
Ann Arbor, MI
At Germain, our mission is to attract, develop and retain exceptional people to deliver an outstanding experience that creates loyalty beyond reason, one customer at a time.
As a Client Advisor, you are the core of the customer experience by recommending solutions that will not only meet the customers' needs but improve their lifestyle. This role requires excellent interpersonal skills, product knowledge, and sales expertise.
Responsibilities:
Interact with customers to understand their requirements and preferences
Showcase different vehicle options and features
Conduct test drives and explain vehicle functionalities
Negotiate prices and finalize vehicle sales
Coordinate with the finance department for payment and paperwork
Requirements:
Prior experience in automotive sales preferred
Excellent communication and negotiation skills
Knowledge of automotive products and industry trends
Ability to work in a fast-paced environment
Valid driver's license
Germain Offers:
Comprehensive Coverage & Health, Dental and Vision Insurance
401(k) Savings Plan with Employer Match
Paid Vacation/Company Holidays
Competitive Wage Plans
Ongoing Professional Development and Internal Promotions
Company Outings and Activities
Employee Discounts
Whether you're an industry veteran or looking to begin your career in the exciting, fast-paced world of automotive retail, we'll provide you with the tools, training, and opportunities to help you succeed.
For immediate consideration, visit us at
GermainCareers.com
.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
LP
Job Description
As a Junior Financial Consultant at OSI, you will launch your career at the intersection of finance and technology, helping implement ERP solutions that transform client accounting and financial operations. Working closely with senior consultants, OSI teammates, and customer accounting leaders, you will play a critical role in ensuring that accounting and financial models are accurately designed, implemented, and adopted. This is an entry-level role tailored for ambitious graduates who want to grow beyond traditional accounting and into client-facing consulting, where structure, decisiveness, and collaboration are key
Requirements
Key Responsibilities:
• Partner with OSI teammates and client accounting leaders to translate financial processes into ERP functionality, including budgeting, reporting, and compliance models.
• Assist in the implementation of accounting workflows, ensuring that system configurations align with financial best practices. • Document requirements, map processes, and prepare detailed diagrams to guide successful implementation.
• Test ERP financial modules to validate accuracy, completeness, and compliance with accounting standards.
• Support change management by training client staff on new workflows and ensuring adoption of ERP-driven processes.
• Communicate progress, risks, and issues clearly to both OSI project teams and client executives.
• Develop consulting skills through exposure to executive decision-making, structured analysis, and client collaboration.
Desired Traits & Skills
• Structured & Organized: Able to break down accounting processes into actionable steps that fit ERP models.
• Collaborative & Communicative: Works well with internal teammates and client executives, keeping all stakeholders aligned.
• Resilient & Adaptable: Handles demanding schedules, shifting priorities, and client-facing challenges with composure.
• Ambitious & Driven: Views this role as the first step in a consulting career, eager to learn and take on greater leadership.
• Solid technical foundation in accounting principles and excellent Excel proficiency.
• Integrity and professionalism in all interactions.
Education and Experience
• Bachelor's degree in Accounting or Finance (required).
• Internship or early professional experience in accounting or finance preferred.
• Proficiency with Microsoft Excel; exposure to ERP or financial software is a plus.
• Demonstrated ability to manage multiple priorities with accuracy and accountability
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Flexible Time Off
Short Term & Long Term Disability
Training & Development
$61k-89k yearly est. 28d ago
Financial Analyst
Toledo Tool and Die Co
Finance advisor job in Toledo, OH
Full-time Description
Come Join the Toledo Tool & Die Team!
Located close to the Michigan/Ohio border, Toledo Tool and Die has diligently served the people of both of those great states since 1940. It was a company founded on one simple principle: to do the finest work possible for our clients and to deliver on every promise we make. Today Toledo Tool & Die has three facilities in the Toledo area and one in Pioneer, Ohio.
Toledo Tool & Die is adding a Financial Analyst to our team to support our continued growth.
This is a full-time position based in Toledo, Ohio. We offer competitive wages, growth opportunities, and a clean, safe work environment.
WHAT TOLEDO TOOL & DIE CAN OFFER YOU:
Weekly pay
10 paid holidays
401(k)
Full benefits
WHAT MAKES YOU A GREAT FIT FOR THIS POSITION:
Strong work ethic
Positive attitude
Consistent attendance
Willingness to learn
Safety minded
POSITION SUMMARY:
The Financial Analyst will be an integral member of Toledo Tool & Die's finance team. The ideal candidate will be
responsible for providing financial analysis and insights to support manufacturing operations across multiple plants,
will work closely with leadership to drive financial performance, and identify opportunities for cost savings and
process improvements.
ESSENTIAL JOB FUNCTIONS:
Conduct financial analyses for all manufacturing sites and provide strategic insights to support decision making
Collaborate with plant leadership to drive financial performance and identify areas of opportunity
Collect and present data to the leadership team to support plant and product profitability
Partner with cross functional teams to develop plant budgets
Work closely with the operations team to optimize production processes and reduce expenses
Review, and create, plant capital expenditure needs and budgets
Analyze new business quotes and effectively implement processes at the plant to ensure cost effectiveness
Develop and monitor financially driven KPIs for the manufacturing sites
Requirements
EDUCATION & EXPERIENCE:
Bachelor's degree in finance, accounting, or a related field required. Master's degree preferred.
Minimum of ten years experience working in a plant financial analyst role or similar.
Knowledge of engineering/manufacturing processes is beneficial.
GENERAL SKILLS/EXPERIENCE:
Effective communication, both written and verbal.
Ability to manage multiple priorities and work collaboratively across various teams.
Attention to detail and accuracy in financial reporting.
Ability to manage multiple tasks and prioritize workload effectively.
Proactive in identifying process improvements and cost-saving opportunities.
Excellent time management skills with a proven ability to meet deadlines.
Flexible and adaptable to changing business needs.
SOFTWARE/COMPUTER SKILLS & EXPERIENCE:
Proficient with Microsoft Office Suite or related software.
Proficiency with Excel required.
Proficiency with or the ability to quickly learn the organization's ERP system.
Has the ability to learn new software systems and data management systems quickly.
Proficient keyboarding and typing skills.
$49k-76k yearly est. 19d ago
Digital Banking Experience Analyst
DFCU Financial 4.7
Finance advisor job in Dearborn, MI
Do you excel at creating seamless, intuitive digital experiences for users? Are you focused on optimizing platforms to deliver a high-performing, member-centric digital journey? As a Digital Banking Experience Analyst, you'll be responsible for optimizing digital platforms to ensure a seamless, member-centric, and high-performing user journey while supporting efforts to attract new members, enhance loyalty, and drive revenue in an increasingly digital-first industry.
Deep expertise in digital financial platforms, product management, and user experience is essential for ensuring seamless, modern, and competitive digital offerings.
The Opportunity: We are seeking a Digital Banking Experience Analyst to join our team in Dearborn, MI.
What You'll Do:
Create and implement strategies to increase digital channel adoption, improve member experience, and achieve business objectives.
Monitor and analyze operational metrics, such as member satisfaction scores, user behavior, and transaction data to identify trends, performance gaps, and areas for improvement.
Transform data into actionable insights that drive better business decisions leveraging in-channel communication tools.
Collaborate with internal and external stakeholders to define, develop and launch new features and capabilities for digital banking products.
Drive the adoption of new technologies like AI and machine learning to personalize experiences, automate processes and improve efficiency.
Prepare proposals for digital projects and analyze the return on investment.
What You'll Need:
Bachelor's degree in Business Administration, Marketing, Information Technology, or related field required; MBA preferred.
Minimum ten years of experience in digital banking, product management, or fintech-related roles.
Experience working with APIs, third-party integrations, and digital financial services technology.
Strong analytical, quantitative and storytelling capabilities; able to translate complex data into clear actionable insights.
Excellent communication and collaboration skills, with the ability to work cross-functionally.
Strong understanding of digital security, fraud prevention and compliance requirements.
How much does a finance advisor earn in Toledo, OH?
The average finance advisor in Toledo, OH earns between $39,000 and $131,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Toledo, OH
$72,000
What are the biggest employers of Finance Advisors in Toledo, OH?
The biggest employers of Finance Advisors in Toledo, OH are: